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iShares Russell Mid-Cap ETF

1,010 hedge funds and large institutions have $23B invested in iShares Russell Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 333 increasing their positions, 291 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
17.74%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.09%
New
65
Increased
333
Reduced
291
Closed
52
Calls
$8.99M
Puts
$8.72M
Net Calls
+$272K
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
751
Leavell Investment Management
Alabama
$315K +$95.9K +1,226 +44%
LI
752
LVZ Inc
Michigan
$313K
BFO
753
Biltmore Family Office
North Carolina
$313K
TFA
754
TPG Financial Advisors
Oregon
$313K
ERIM
755
Eagle Ridge Investment Management
Connecticut
$310K +$310K +3,959 New
GGS
756
Galvin Gaustad & Stein
Arizona
$309K -$102K -1,308 -25%
CWM
757
Connecticut Wealth Management
Connecticut
$309K +$626 +8 +0.2%
AI
758
Accredited Investors
Minnesota
$308K
PFA
759
Plotkin Financial Advisors
Maryland
$307K
WS
760
Wedbush Securities
California
$305K +$78 +1 +0%
EB
761
Eastern Bank
Massachusetts
$304K
FFG
762
Frisch Financial Group
New York
$303K +$626 +8 +0.2%
ACM
763
Advisors Capital Management
New Jersey
$296K +$14.7K +188 +5%
PP
764
Palladium Partners
Virginia
$295K +$40.8K +522 +16%
VC
765
Vicus Capital
Pennsylvania
$294K +$156 +2 +0.1%
VBFP
766
Valtinson Bruner Financial Planning
Minnesota
$290K -$1.98M -23,852 -87%
GC
767
Grimes & Company
Massachusetts
$290K +$12.1K +155 +4%
OC
768
Oppenheimer & Co
New York
$289K -$4.31K -55 -1%
CP
769
Covenant Partners
Tennessee
$289K
PMG
770
ProVise Management Group
Florida
$288K -$4.3K -55 -1%
FEG
771
Fund Evaluation Group
Ohio
$288K
SFA
772
Sequoia Financial Advisors
Ohio
$287K -$1.77M -22,611 -86%
PL
773
Plancorp LLC
Missouri
$287K
TH
774
TCTC Holdings
Texas
$287K +$97.2K +1,240 +51%
AOWM
775
Alpha Omega Wealth Management
Virginia
$286K